Wealth Enhancement Advisory Services
SLQD icon

Wealth Enhancement Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.77M Buy
75,134
+3,742
+5% +$188K 0.01% 1182
2026
Q1 		$3.6M Sell
71,392
-15,192
-18% -$770K 0.01% 1072
2025
Q4 		$4.39M Sell
86,584
-3,212
-4% -$163K 0.01% 1080
2025
Q3 		$4.55M Buy
89,796
+24,250
+37% +$1.23M 0.01% 996
2025
Q2 		$3.3M Buy
65,546
+14,352
+28% +$720K 0.01% 1102
2025
Q1 		$2.57M Buy
51,194
+2,956
+6% +$148K ﹤0.01% 1121
2024
Q4 		$2.4M Buy
48,238
+25,724
+114% +$1.28M ﹤0.01% 1085
2024
Q3 		$1.14M Buy
22,514
+1,580
+8% +$78.8K ﹤0.01% 1323
2024
Q2 		$1.03M Buy
20,934
+1,972
+10% +$96.7K ﹤0.01% 1265
2024
Q1 		$933K Sell
18,962
-2,610
-12% -$128K ﹤0.01% 1266
2023
Q4 		$1.06M Buy
21,572
+576
+3% +$27.8K ﹤0.01% 1149
2023
Q3 		$1.01M Sell
20,996
-5,807
-22% -$279K ﹤0.01% 1093
2023
Q2 		$1.29M Sell
26,803
-26,999
-50% -$1.31M 0.01% 241
2023
Q1 		$2.61M Buy
53,802
+15,221
+39% +$733K 0.03% 186
2022
Q4 		$1.87M Sell
38,581
-5,533
-13% -$264K 0.02% 180
2022
Q3 		$2.09M Buy
+44,114
New +$2.14M 0.03% 168

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's SLQD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) stake by 5.2% in Q2 2026, buying an estimated $188K and bringing the position to 75,134 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #1182.

Wealth Enhancement Advisory Services first reported a position in SLQD in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.55M in Q3 2025. 252 funds tracked by Wall St. Rank hold SLQD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 75,134 shares of iShares 0-5 Year Investment Grade Corporate Bond ETF worth $3.77M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,742 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $188K.
  • iShares 0-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1182 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $4.55M in Q3 2025.
  • 252 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.